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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,000 | $175,646-92.6% | $129,118-89.9% | $134,532-90.3% |
| Participation rate | 0.0% | 81.6%-81.6pp | 77.2%-77.2pp | 81.2%-81.2pp |
| Annual return | -31.20% | -11.39%-19.8pp | -10.94%-20.3pp | 418.27%-449.5pp |
| Employer contribution / active EE | $2,204 | $6,355-65.3% | $5,051-56.4% | $4,741-53.5% |
| Participant deferral / active EE | $6,328 | $7,970-20.6% | $6,539-3.2% | $6,401-1.1% |
| Admin fee / account holder | $127 | $23,578-99.5% | $14,305-99.1% | $11,429-98.9% |